| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 1,698 | $45,268 | $43,791.42 | -$1,476.58 | -3.26% |
Mariana Coli Dunhill Financial LLC | 585 | $8,090.11 | $15,657.52 | $7,567.41 | 93.54% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 3,104 | $89,457.16 | $81,635.2 | -$7,821.96 | -8.74% |
Lukas Lindgren Abound Wealth Management | 292 | $8,015.11 | $7,679.6 | -$335.51 | -4.19% |
Drew Phillips Fortitude Family Office LLC | 561 | $9,747.84 | $14,754.3 | $5,006.46 | 51.36% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 8,694 | $250,418.99 | $228,652.2 | -$21,766.79 | -8.69% |
Brian Dechow SWAN Capital LLC | 312 | $2,966.28 | $8,205.6 | $5,239.32 | 176.63% |
Anne Hudick Fee-Only Financial Planning, L.C. | 9,945 | $286,615 | $261,553.5 | -$25,061.5 | -8.74% |
Bert D. Barre Colonial Trust Co. / SC | 601 | $6,936.78 | $15,806.3 | $8,869.52 | 127.86% |
Richard S. Levenson Western Financial Corp./CA | 110,480 | $3.13M | $2.91M | -$222,642.43 | -7.12% |
Victoria Latham Fiduciary Alliance LLC | 8,282 | $238,241.51 | $217,816.6 | -$20,424.91 | -8.57% |
Loni Adams Daymark Wealth Partners LLC | 9,267 | $124,148.38 | $243,722.1 | $119,573.72 | 96.32% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 7,952 | $212,000 | $209,137.6 | -$2,862.4 | -1.35% |
| YG Youse Guia DoubleLine ETF Adviser LP | 106,640 | $876,820.4 | $2.8M | $1.93M | 219.86% |
Sheryl Stephens Stephens Consulting LLC | 401 | $5,260.65 | $10,546.3 | $5,285.65 | 100.48% |
| BP Brett Pohl Kingdom Financial Group LLC | 42 | $1,198.07 | $1,124.13 | -$73.94 | -6.17% |
Bree Pate Olisti Co. Wealth LLC | 408 | $11,759 | $10,730.4 | -$1,028.6 | -8.75% |
Loren Sauer Slotnik Capital LLC | 588,308 | $16.96M | $15.47M | -$1.48M | -8.74% |
Bepin Serraj Richard W. Paul & Associates LLC | 4 | $50.17 | $107.06 | $56.89 | 113.39% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 72 | $682.68 | $1,893.6 | $1,210.92 | 177.38% |